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Charity Summary


Charity Details

George Mason Charitable Trust
George Mason Trust
CC10088
9429042963677
Registered

Registration details

19/03/2007
March 31

Name change history

Name Effective Date
The George Mason Trust 19/03/2007
George Mason Charitable Trust 9/04/2009

Address for service

85 Vivian Street
New Plymouth
4310

Charity's other details

+61484118033
barry@upson-associates.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC10088

Purpose & Structure

Charitable Purpose

To provide post graduate scholarships in the biological sciences, make grants to persons undertaking biological science research, to assist local area persons who intend to study for a degree or diploma in science, promote the advancement of education in the performing and visual arts and provision for the sick and infirm. To co-operate with any other person/persons, institution, company, club, society etc to promote, achieve, support or maintain the following activities; publication of books, manuscripts, journals etc which support or maintain any of the foregoing activities.

Note: The main sectors, activities and beneficiaries are bolded.

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Sponsors / undertakes research

Environment / conservation

Education / training / research, Health, Arts / culture / heritage, Care / protection of animals, People with disabilities

Children / young people

Other charities, General public, Scientific Researchers

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by 30 September 2007 under Section 43 of the Charities Act 2005. The first annual return is due by 30 September 2008.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2026 30/09/2026 1/08/2026 $20,059,650 $15,571,513 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2025 30/09/2025 11/08/2025 $587,530 $465,506 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 23/05/2024 $1,162,749 $55,021 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 10/07/2023 $169,211 $445,364 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 13/05/2022 $315,189 $383,809 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 6/07/2021 $1,702,134 $538,939 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 15/07/2020 $386,332 $319,453 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 3/07/2019 $533,990 $457,966 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 19/10/2018 $471,154 $276,002 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 27/03/2018 $365,183 $322,159 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Elise Seonag Smith Trustee 25/01/2024
Brian Allan Milestone Trustee 7/12/2021
Barry Raymond Upson Trustee 21/02/2013

Past Officers

Officer Name Position Past Since
George William Mason Trustee 13/09/2024
Peter John Dryden Trustee 31/03/2024
John Sutherland Auld Trustee 2/03/2020
John Brodie Matthews Trustee 1/01/2013

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
27/04/2025 NOC022
19/03/2025 NOC021
16/03/2024 NOC019
10/01/2022 NOC016
19/11/2020 NOC014
16/07/2020 NOC013
26/02/2013 NOC003
28/09/2012 AR006
18/08/2010 AR004
12/12/2009 AR003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.